See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,202 | $117,859+82.6% | $102,438+110.1% | $145,959+47.4% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 11.87% | 31.72%-19.9pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $4,899 | $3,615+35.5% | $3,024+62.0% | $4,661+5.1% |
| Participant deferral / active EE | $6,787 | $5,732+18.4% | $5,054+34.3% | $6,689+1.5% |
| Admin fee / account holder | $1,872 | $13,318-85.9% | $9,448-80.2% | $13,398-86.0% |